The combination of reserve growth, production exceeding guidance, and a maintained distribution suggests strong operational execution. Traders should monitor the company's ability to sustain production levels and reserve growth, particularly given the robust drilling activity (85 rigs) on its acreage.
Price Chart
Executive Summary
Kimbell Royalty Partners reported strong Q4 2025 results with run-rate production of 25,627 Boe/d exceeding guidance, 8% YoY growth in proved developed reserves to nearly 73 MMBoe, and a 6% increase in the quarterly distribution to $0.37 per unit. The company reaffirmed its credit facility and maintained 2026 production guidance, signaling confidence in its stable production base.
Key Financial Metrics
Key Facts
- Q4 2025 run-rate production of 25,627 Boe/d exceeded the midpoint of guidance
- Proved developed reserves increased 8% YoY to nearly 73 MMBoe
- Q4 2025 net income of $24.8 million and consolidated Adjusted EBITDA of $64.8 million
- Distribution increased 6% to $0.37 per common unit
- Credit facility borrowing base reaffirmed at $625 million with extended maturity to 2030 and lower costs
- 2026 production guidance range unchanged from 2025, indicating production stability
Financial Impact
Q4 2025 revenues of $82.5 million and net income of $24.8 million; distribution yield of 10.5% based on current share price
Risk Factors
- Commodity price volatility for oil and natural gas
- Execution risk in maintaining production levels as guided
- Potential for increased capital needs to sustain development
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-020066 |
| Document: tm267158d1_8k.htm | 0001104659-26-020066 |
| Document: 0001104659-26-020066-index-headers.html | 0001104659-26-020066 |
| Document: 0001104659-26-020066-index.html | 0001104659-26-020066 |
| Document: 0001104659-26-020066.txt | 0001104659-26-020066 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | 8-K | $16.39 | awaiting T+60 | — | $16.80 (+2.50%) |
Sep 10, 2026 6w ago | EFFECT | $15.10 | awaiting T+60 | — | $16.80 (−11.26%) |
Aug 24, 2026 9w ago | 8-K | $15.46 | awaiting T+60 | — | $16.80 (+8.67%) |
Aug 7, 2026 11w ago | 8-K | $14.98 | awaiting T+60 | — | $16.80 (+12.15%) |
Jul 17, 2026 14w ago | 8-K | $14.98 $15.43 | ▲ +3.00% | ▼ −1.68% | $16.80 (+12.15%) |
Jul 9, 2026 15w ago | EFFECT | $14.78 $14.58 | ▲ +1.35% | ▲ +2.99% | $16.80 (−13.67%) |
May 19, 2026 23w ago | 8-K | $15.30 $15.11 | ▼ −1.24% | ▼ −7.53% | $16.80 (+9.80%) |
Feb 26, 2026 34w ago | 8-K | $14.13 $15.26 | ▲ +7.96% | ▲ +0.21% | $16.80 (+18.86%) |
US Market Status
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